Titelia

Fund shareholders of Triumph Financial Inc

ISIN US89679E3009 · United States · LEI 5493003RNRMEVYDZ1Q52

Fund shareholders
258
Of which ETFs
59 199 other funds
Value held
683M $ 887.9K € · 2.7M SEK
Share of capital
46.6 % of 23.9M shares on Jul 17, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,356,13480.9M $0.09 %5.68 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 861,65951.4M $6.23 %3.61 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 707,91342.2M $0.00 %2.96 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 630,43542.7M $1.46 %2.64 %as of Apr 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 555,18133.1M $0.05 %2.32 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 350,41120.9M $0.56 %1.47 %as of Mar 31, 2026 ↗
Small Cap Growth Fund American Century Mutual Funds, Inc. 325,56122M $0.44 %1.36 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 261,65115.6M $1.76 %1.10 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 259,50515.5M $0.01 %1.09 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 251,31415M $0.02 %1.05 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 224,29515.2M $0.05 %0.94 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 223,21513.3M $1.04 %0.93 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 221,34913.2M $0.17 %0.93 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 208,59314.1M $0.37 %0.87 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 208,05612.4M $0.09 %0.87 %as of Mar 31, 2026 ↗
DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds 203,79712.2M $1.52 %0.85 %as of Mar 31, 2026 ↗
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 184,93211M $4.78 %0.77 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 163,0659.7M $0.10 %0.68 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 147,4418.8M $0.02 %0.62 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 124,4938.4M $0.11 %0.52 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 118,4018M $0.05 %0.50 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 118,0816.6M $0.02 %0.49 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 117,5897M $0.17 %0.49 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 112,4996.3M $0.04 %0.47 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 109,2366.1M $0.03 %0.46 %as of Feb 28, 2026 ↗
Meridian Contrarian Fund Meridian Fund Inc 107,8366.4M $1.09 %0.45 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 106,9686.4M $0.05 %0.45 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 105,6447.1M $0.04 %0.44 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 89,5385.3M $0.32 %0.37 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 89,4406.1M $0.04 %0.37 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 84,8285.1M $0.04 %0.36 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 77,5624.3M $0.08 %0.32 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 77,1985.2M $0.04 %0.32 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 77,0434.6M $0.23 %0.32 %as of Mar 31, 2026 ↗
Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST 75,6955.1M $0.99 %0.32 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 59,5983.3M $0.03 %0.25 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 57,7693.9M $0.01 %0.24 %as of Apr 30, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 57,5233.4M $0.45 %0.24 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 56,0983.1M $0.61 %0.23 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 51,7723.5M $0.37 %0.22 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 50,0213.4M $0.01 %0.21 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 49,7933.4M $0.05 %0.21 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 49,6592.8M $0.16 %0.21 %as of Feb 28, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 49,4643M $0.20 %0.21 %as of Mar 31, 2026 ↗
JNL Multi-Manager Alternative Fund JNL Series Trust 47,4172.8M $0.30 %0.20 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 42,8092.4M $0.10 %0.18 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 41,3482.3M $0.00 %0.17 %as of Feb 28, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 41,2422.5M $5.45 %0.17 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 39,3452.7M $0.08 %0.16 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 37,5982.1M $0.02 %0.16 %as of Feb 28, 2026 ↗
THRIVENT SMALL CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. 36,3862.2M $1.80 %0.15 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 36,3552.2M $0.05 %0.15 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 35,9332M $0.08 %0.15 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 35,0972.4M $0.08 %0.15 %as of Apr 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 34,6682.1M $0.09 %0.15 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 34,3792.1M $0.00 %0.14 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 34,1882.3M $0.01 %0.14 %as of Apr 30, 2026 ↗
Small Cap Growth Fund VALIC Co I 33,7791.9M $0.35 %0.14 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 33,6151.9M $0.00 %0.14 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 31,5941.9M $0.02 %0.13 %as of Mar 31, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 30,6301.8M $0.80 %0.13 %as of Mar 31, 2026 ↗
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 30,5481.7M $0.43 %0.13 %as of Feb 28, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 29,9332M $0.41 %0.13 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 27,5391.9M $0.03 %0.12 %as of Apr 30, 2026 ↗
Transamerica Small Cap Growth TRANSAMERICA FUNDS 26,2271.8M $2.25 %0.11 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 26,1561.8M $0.04 %0.11 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 24,0311.4M $0.06 %0.10 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 23,6091.4M $0.04 %0.10 %as of Mar 31, 2026 ↗
Sovereign's Capital Flourish Fund Elevation Series Trust 22,6851.5M $1.63 %0.09 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 22,4401.3M $0.02 %0.09 %as of Mar 31, 2026 ↗
Hodges Small Intrinsic Value Fund NORTHERN LIGHTS FUND TRUST II 21,3601.3M $2.50 %0.09 %as of Mar 31, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 20,9611.4M $0.71 %0.09 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP GROWTH FUND Thrivent Mutual Funds 20,9611.4M $1.85 %0.09 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 19,6951.2M $0.09 %0.08 %as of Mar 31, 2026 ↗
M Capital Appreciation Fund M FUND INC 19,3151.2M $0.44 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 17,9761.2M $0.00 %0.08 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 17,7671.2M $0.09 %0.07 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II 16,8471M $0.90 %0.07 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 16,6971.1M $0.00 %0.07 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 16,433980.4K $0.09 %0.07 %as of Mar 31, 2026 ↗
Virtus KAR Global Small-Cap Fund Virtus Investment Trust 16,413979.2K $2.86 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,600930.7K $0.05 %0.07 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 15,374917.2K $0.05 %0.06 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 15,088900.2K $0.09 %0.06 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 14,8001M $0.04 %0.06 %as of Apr 30, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 14,690876.4K $1.20 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 13,170735.7K $0.00 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 12,791763.1K $0.00 %0.05 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 12,774864.5K $0.00 %0.05 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 12,541748.2K $0.36 %0.05 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 12,305734.1K $0.02 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 12,300733.8K $0.05 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11,763796.1K $0.00 %0.05 %as of Apr 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 11,604785.4K $0.06 %0.05 %as of Apr 30, 2026 ↗
AMG Frontier Small Cap Growth Fund AMG Funds I 11,570783.1K $0.80 %0.05 %as of Apr 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 11,231760.1K $0.09 %0.05 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 10,873735.9K $0.01 %0.05 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 10,742640.9K $0.05 %0.04 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 10,051680.3K $0.02 %0.04 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 10,029598.3K $0.00 %0.04 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 6.23 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 5.45 %as of Mar 31, 2026 ↗
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 4.78 %as of Mar 31, 2026 ↗
GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / AZAGALA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 4.64 %as of Dec 31, 2025 ↗
Virtus KAR Global Small-Cap Fund Virtus Investment Trust 2.86 %as of Mar 31, 2026 ↗
Hodges Small Intrinsic Value Fund NORTHERN LIGHTS FUND TRUST II 2.50 %as of Mar 31, 2026 ↗
Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 2.44 %as of Apr 30, 2026 ↗
Transamerica Small Cap Growth TRANSAMERICA FUNDS 2.25 %as of Apr 30, 2026 ↗
Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 2.24 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP GROWTH FUND Thrivent Mutual Funds 1.85 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2254+511,134,786+1.3 %
2026Q1249-410,997,048-4.5 %
2025Q4253-711,515,012-2.0 %
2025Q3260+411,747,789-1.4 %
2025Q2256+511,917,091+3.4 %
2025Q1251-311,519,760-1.4 %
2024Q4254+511,684,494-1.0 %
2024Q3249-611,808,419+8.6 %
2024Q2255+110,877,337+1.4 %
2024Q1254-510,725,337+0.7 %
2023Q425910,649,361

Institutional managers

214 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.3,307,986197.4M $as of Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,964,575117.2M $as of Mar 31, 2026
STATE STREET CORP1,452,11386.6M $as of Mar 31, 2026
AltraVue Capital, LLC1,431,71785.4M $as of Mar 31, 2026
Thrivent Financial for Lutherans1,339,37679.9K $as of Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC998,88859.6M $as of Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC873,58452.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP832,14649.6M $as of Mar 31, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC763,21645.5M $as of Mar 31, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC644,77738.5M $as of Mar 31, 2026
CITADEL ADVISORS LLC615,60536.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC546,85932.6M $as of Mar 31, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC538,82732.1M $as of Mar 31, 2026
Ranger Investment Management, L.P.523,25131.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC478,45128.5M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/460,08827.4M $as of Mar 31, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV354,00221.1M $as of Mar 31, 2026
MORGAN STANLEY336,41320.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC291,20817.4M $as of Mar 31, 2026
UBS Group AG269,76516.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC268,29716M $as of Mar 31, 2026
NORTHERN TRUST CORP238,20014.2M $as of Mar 31, 2026
Luxor Capital Group, LP232,29913.9M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN194,94911.6M $as of Mar 31, 2026
PEREGRINE CAPITAL MANAGEMENT LLC179,92210.7M $as of Mar 31, 2026

Declared shareholders of Triumph Financial Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
STATE STREET CORPORATION 6.10 %1,452,113as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Triumph Financial Inc". https://titelia.com/en/stocks/triumph-financial-inc-US89679E3009